I created templates for both a generic message and a specific one.
I picked out an agency that fit the qualifications mentioned in the problem statement, and here are both examples.
The general instinct to avoid here is treating it like a “complaint to manage” rather than a diagnostic to run.
Since they like the platform, I would not start by pushing more features. I would start by understanding which team members tried Morphic, what they tried to make, where they dropped off, and what led to it.
I tried building this directly in Morphic but ran into zero credits before I could even chat with the model, so here's the workflow design and the thinking behind it instead of a live build.